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Sava Infond’s Lam Research LRCX Stock Holding History

Sava Infond’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.4M Buy
111,740
+50,170
+81% +$15.2M 3.43% 8
2026
Q1 		$13.2M Sell
61,570
-11,180
-15% -$2.5M 1.87% 11
2025
Q4 		$12.5M Sell
72,750
-6,900
-9% -$1.07M 1.68% 14
2025
Q3 		$10.7M Buy
79,650
+4,400
+6% +$466K 1.51% 16
2025
Q2 		$7.32M Buy
75,250
+2,250
+3% +$178K 1.14% 20
2025
Q1 		$5.31M Buy
73,000
+11,800
+19% +$929K 1.01% 20
2024
Q4 		$4.42M Buy
+61,200
New +$4.64M 0.78% 27

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sava Infond's LRCX Position: Q2 2026 in Review

Sava Infond increased its Lam Research (LRCX) stake by 81% in Q2 2026, buying an estimated $15.2M and bringing the position to 111,740 shares worth $48.4M. The position accounts for 3.43% of the portfolio, ranked #8.

Sava Infond first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Sava Infond held 111,740 shares of Lam Research worth $48.4M as of Q2 2026.
  • Sava Infond bought 50,170 Lam Research shares in Q2 2026, an estimated $15.2M.
  • Lam Research made up 3.43% of Sava Infond's portfolio in Q2 2026, its #8 holding.
  • Sava Infond first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Sava Infond's 13F filing for Q2 2026, filed 16 Jul 2026.